Visibility Groups in PICSWeb are used to restrict access to User Defined Forms.

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Visibility Group List

Selecting Users and Access > Visibility Groups will open the Visibility Group List, where you can set up and maintain visibility groups.

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Search – Here you can search by group name.

• Members – Selecting this will open a list of PICSWeb users with a search bar at the top. Selecting a user will restrict the list to only groups that include the user.

• Number of records displayed

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a New Visibility Group

Selecting Create from the top-right corner of the page will open a window where you can enter the following details for the new group:

• Name

• Visibility Group Members – Selecting this will open a list of PICSWeb users with a search bar at the top. Selecting a user will add them to the field. You can continue to add further users, or select the X icon by an added user to remove them.

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Once you are finished, select Save to add the new group to the list.

Visibility Group Actions

The following actions are available by selecting the ... icon by a group.

• Details – This will open a window where you can view the Name and Members of a group. Selecting a member will take you to the corresponding User Summary.

• Edit – This will open a window where you can change the Name and Members of a group. Select Save to confirm any changes you have made.

• Delete – You will need to confirm your choice before you can delete the group.